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Lee Financial’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Lee Financial’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-433
Closed -$11.1K – 324
2023
Q4 		$11.1K Hold
433
– – ﹤0.01% 409
2023
Q3 		$10.1K Hold
433
– – ﹤0.01% 409
2023
Q2 		$10.5K Buy
433
+18
+4% +$438 ﹤0.01% 400
2023
Q1 		$9.99K Buy
+415
New +$9.86K ﹤0.01% 417

Other funds holding DFIC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return

Lee Financial's DFIC Position: Q1 2024 in Review

Lee Financial sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2024, closing a stake of 433 shares — an estimated $11.1K sold.

Lee Financial first reported a position in DFIC in Q1 2023 and held it in 4 quarters. The position peaked at $11.1K in Q4 2023. 317 funds tracked by Wall St. Rank hold DFIC as of Q1 2024.

  • Lee Financial reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 433 Dimensional International Core Equity 2 ETF shares in Q1 2024, an estimated $11.1K.
  • Lee Financial first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and held it in 4 quarters.
  • Lee Financial's Dimensional International Core Equity 2 ETF position peaked at $11.1K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.